Duyen Chu

Business planning and portfolio management:

• Together with the Country Client Coverage Head & Regional Head of Business Management of Client Coverage ASA - support on setting the strategic agenda
• Co-ordinate with country and regional product partners for CP and BR setting.
• Work on annual target setting for sales team.
• Monitor and track progress of key initiatives and projects that support the achievement of CCIB’s strategic agenda
• Work with RMs, CCMs, FMS, TBS to grow assets and liabilities. Weekly and bi-weekly monitor to ensure we achieve the targeted growth.
• Work with RMs, CCMs, FMS, TBS to improve the RoRWA to meet the minimum hurdles of the bank.
• Prepare monthly sales report for each individual RM, FMS, TBS and track the follow up actions to ensure all the issues are resolved and revenue is generated.
• Undertake ad hoc business projects and thematic work for the Country Client Coverage Head / Regional Head of Business Management.
• Review data to ensure quality and highlight issues to key stakeholders for continuous improvement in understanding the portfolio.
• Control all financial and non financial metrics weighted in Country Scorecard and in regional manual track I,e. tail, suboptimal, client engagement, mandatory completion, IBOR…
• Periodic work with relevant team to review and update Country limit review, Conduct risk management, Corp plan risk assessment, Recovery plan…

Sales enablement:

• Work with sales team to get approval for new onboarding as per Group client central onboarding interim requirement.
• Track performance, development, and implementation of business-critical issues.
• Ensure effective communication of key messages across direct / indirect team members.
• Create and develop internal and external speaking notes and presentations for a variety of forums ensuring that key points are made in a focused, accurate, and concise way and that key messages from them can be readily captured and cascaded by others.
• Undertake ad hoc business projects and thematic work for the Country Client Coverage Head / Regional Head of Business Management.
• Produce various customised various MI reports based on business needs across all lenses of the portfolio

Marketing and communication:

• Work with CABM for client events/ roadshow in country and overseas
• Co-ordinate among teams for top CCMT visit/ meeting in country
• Collaborate with internal communications and external partners (e.g. PR consultants) on key media outreach and preparation
• Prepare presentation for Country Head in internal and external meeting.

• Managed all GS portfolio in the north: Korean Desk, US, UK, EU, CN and ASA (in charge of GS portfolios under 2 RMs based in Hanoi).
• Co-operated with all stakeholder to run the BAU smoothly and received many good feedbacks from clients and internal teams (FMS Head, KR desk Head, BSM Head, AS Head, other colleagues.
• Be very proactive and responsive in client contacting to make sure that clients' needs and concerns are properly addressed and also to optimize the sales revenue from all products offered to them i.e. trade, lending, FM, payment and cross sale.
• Well managed periodic items with no CDD overdue and past due. Paid effort to solve all long aging deferral docx when taking over KR Hanoi portfolio to make sure continuity in all transactions.
• Participated end -end into facility limit stages to support RM i.e. preparing for pitching and RFP. Worked with relevant teams on BFL, Sup-BFL, Limit activation (Credit, Legal, Compl, CrC, LUD…) and all Ops for BAU afterward.
• Regularly joined client visit with RM to strengthen relationship and pitching new deal, especially for KR portfolio, RM will work with KR managers, CM will work with Vietnamese team to make sure that whole client’s team is connected for efficient deal pitching.
• Regularly joined factory visit with CA team to understand clients’ situation and take this occasion for relationship enhancement.
• Some of key deals that I actively joined and get GAM’s compliment & client’s good feedback i.e. LG Display ($600m OBL backed by SBLC), Lotte Propertise HN ($100 refinancing for Lotter complex building in Hanoi), Huyndai Thanh Cong ($55m OBL) and GS Non-KR deals i.e. huge Escrow from the 1st M&A deal of Capitaland (Hien Duc) in HN (Dec'2018), Microsoft (Nokia) M&A Y2018, Capitaland (Twin Peak) M&A deal in 2019, 2021, term loan for Semcorp to construct factory in the North Y2021.

• Managed portfolio of local client groups (5-7 big names) , MNC (10 non KR names) and around 30 local SME names in northern area.
• Main risk owner and self-driven individual for client portfolio to ensure YoY target growth (from 15%-25%). No CCM, no ARM
• Be the CA to write up BCA and proposing to committee for Credit’s approval. To be in charge new BCA process, periodic review, site visit, market and sectors research for client for credit analysis.
• To work with product partners (FM/TB) for selling.
• Cross sell for retail building up, metric of new referral NTB, number issued credit card, average loan outstanding...are also weighted in performance.

• Managed bank’s portfolio (stock, bond, M&A, JV etc.) in onshore & offshore projects in Northern Investment Department of the bank.
• Coordinated teams i.e CDD, Market intel, Finance for final investment proposal (M&A deals) to submit to Investment committee.
• To assist Head of Investment in tracking and monitor the projection progress i.e. obtaining approval from PM, DPI for new project.

• Managed portfolio nearly 120 personal clients originating from (i) Corp clients (cross-selling to refer the personal loans) which accounts for 60% and 40% came from self hunting.
• Targeted high retention and NTB ration to grow up client base for housing loan, car loan and credit card.
• Handled all KYC, loan application, fund disbursement for client
• Handled marketing activities i.e. client mass roadshow in a company to open card and sell car loan/housing loan...